Jdh Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Jdh Wealth Management, LLC

  • $131 Billion
  • Q2 2025

A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 38,062 shares of DFIS stock, worth $1.2 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
38,062
Previous 37,355 1.89%
Holding current value
$1.2 Million
Previous $965 Million 17.67%
% of portfolio
0.87%
Previous 0.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$23.2 - $29.84 $16,402 - $21,096
707 Added 1.89%
38,062 $1.14 Billion
Q1 2025

May 02, 2025
BUY
$23.92 - $26.89 $4,712 - $5,297
197 Added 0.53%
37,355 $965 Million
Q4 2024

Jan 22, 2025
BUY
$24.25 - $26.7 $901,081 - $992,118
37,158 New
37,158 $912 Million

Others Institutions Holding DFIS

# of Institutions
276
Shares Held
85.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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